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Ruhr Economic Papers #941

2022

Robin Jessen, Maria Metzing, Davud Rostam-Afschar

Optimal taxation when the tax burden matters

Survey evidence shows that the magnitude of the tax liability plays a role in value judgements about which groups deserve tax breaks. We demonstrate that the German tax-transfer system conflicts with a welfarist inequality averse social planner. It is consistent with a planner who is averse to both inequality and high tax liabilities. The tax-transfer schedule reflects non-welfarist value judgements of citizens or different aims of policy makers. We extend our analysis to several European countries and the USA and show that their redistributive systems can be rationalized with an inequality averse social planner for whom the tax burden matters.

ISBN: 978-3-96973-102-4

JEL-Klassifikation: D63 D60 H21 H23 I38

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